To make changes to your client's details, such as their Address or Bank Details, log in to the Adviser Portal and locate the correct client by using the search bar in the top right hand corner, or via the Clients tab.

Click the Client details tab in the top menu. 

Scroll to the relevant section and click Edit.

Make the required changes, ensure all sections are marked as 'Complete', and then click on Review.

Check the summary screen and if you are satisfied all details are correct, click on Submit:

You will see a notification confirming the account has been successfully updated, and the client will get an email notification about the changes made.

You may notice that the Adviser field cannot be amended here. See How can I transfer a client from one adviser to another within my firm? for more details on how to update this.

If you are looking to make changes to an account instead of a client, please see How do I make changes to my client's account?